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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
MWPCG
4326
Measured Wealth Private Client Group
New Hampshire
$285M -$1.64M -0.6% 2.51% 84.3% 212 25%
HCA
4327
Horan Capital Advisors
Ohio
$285M +$3.3M +1% 2.78% 26.6% 117 5.98%
GFWA
4328
Grey Fox Wealth Advisors
Delaware
$284M +$18.4M +7% 1.03% 41.9% 139 17.99%
TPWM
4329
Twelve Points Wealth Management
Massachusetts
$284M +$11.2M +4% 0.4% 50.7% 181 6.63%
UWM
4330
USAdvisors Wealth Management
Minnesota
$284M +$19.3M +7% 1.98% 55% 146 19.18%
ECG
4331
EPIQ Capital Group
California
$284M +$32.9M +13% 1.72% 6.25% 72 16.67%
SC
4332
Stolper & Co
Oklahoma
$284M +$6.9M +2% 1.61% 70.5% 87 0%
RCP
4333
Reverence Capital Partners
New York
$284M +$184M +186% 0% 5.38% 2 50%
AFA
4334
AA Financial Advisors
Ohio
$284M +$35.8M +14% 1.62% 168 13.69%
CAG
4335
Curtis Advisory Group
California
$284M +$25.3M +10% 3.98% 67.6% 98 10.2%
SIC
4336
Shoker Investment Counsel
Ohio
$283M +$3.28M +1% 0.96% 83.8% 103 6.8%
HCM
4337
Hillman Capital Management
Maryland
$283M -$27.9M -9% 5.11% 20.2% 54 5.56%
MWM
4338
MorganRosel Wealth Management
Colorado
$283M +$2.89M +1% 0.78% 67.5% 108 12.04%
GA
4339
GSG Advisors
New Jersey
$283M +$10.8M +4% 4.17% 88% 112 12.5%
HP
4340
HT Partners
Connecticut
$283M +$6.74M +2% 2.55% 63.1% 52 9.62%
PMA
4341
Prudent Man Advisors
Illinois
$283M +$16.3M +6% 2.15% 82.8% 184 9.78%
WWG
4342
West Wealth Group
California
$283M +$12.9M +5% 3.97% 71.2% 84 9.52%
MA
4343
Modus Advisors
Minnesota
$283M +$12.6M +5% 1.99% 89.5% 107 4.67%
PIWA
4344
Prevail Innovative Wealth Advisors
Kansas
$283M +$13.6M +5% 2.3% 33.5% 197 45.69%
HJIM
4345
Henry James International Management
New York
$283M -$41.7M -13% 1.02% 123% 129 24.81%
DDSF
4346
Diana Davis Spencer Foundation
Maryland
$282M +$22.1M +8% 0.6% 13.4% 4 25%
OA
4347
Operose Advisors
Wisconsin
$282M -$13.6M -5% 0.49% 68.8% 673 17.38%
BPCM
4348
Beach Point Capital Management
California
$282M -$3.55M -1% 3.22% 110% 12 16.67%
SCP
4349
SailingStone Capital Partners
Texas
$282M +$6.76M +2% 1.96% 152% 15 13.33%
GFWEX
4350
G.F.W. Energy XI
Texas
$282M 8.55% 1